Revocable Living Trust Application Form - Your Security. Your peace of mind.

Section A:
Client Personal Information
Client 1
Name*
Date of Birth*
Email*
Marital Status*
- Married
- Divorced
- Widowed
- Single
Citizenship*
- US
- Other
Client 1 Citizenship Other
Home Phone #*
Cell Phone Number 1
Cell Phone Number 2
Address*
Street Address City State / Province / Region ZIP / Postal Code
County*
Client 2
Name
Date of Birth
Email
Marital Status
- Married
- Divorced
- Widowed
- Single
Citizenship
- US
- Other
Client 2 Citizenship Other

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Section C:
Additional Beneficiaries
Please list full names.
Name
Percent of Estate
Name
Percent of Estate
Name
Percent of Estate
Name
Percent of Estate

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Section D:
Contingent Beneficiaries
Contingent Beneficiaries
In the event a named beneficiary pre-deceases the distribution of his/her share of my/our estate, I/we want that individual’s share distributed as follows:
- Equally among surviving beneficiaries
- Spouse of the beneficiary
- Per stirpes
- Per stirpes, then to/ratably among surviving beneficiary(ies)
- Other
Spouse of the Beneficiary Name
Other Contingent Beneficiaries

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Section E:
Gifts Prior to Distribution
After you die, but before the distribution of your estate, please list any special gifts you wish to make to individuals, churches or charities. Please use this section for gifts of (a) real estate, (b) cash, or (c) items valued at greater than $12,000.
Individual
Relationship
Gift Description
Individual
Relationship
Gift Description
Individual
Relationship
Gift Description

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Section F:
Original Trustee(s)
Typically, you and your spouse serve as the Original Trustees. If so, check both the ‘Client to serve’ and ‘Spouse to serve’ boxes.
Client or Spouse to Serve*
- Client 1 to serve as an Original Trustee and/or
- Client 2 to serve as an Original Trustee
Otherwise, select the ‘Individual(s) named below to serve’ box and provide the individual’s name(s) in the space provided.
Individual to Serve
- Individual(s) named below to serve as Original Trustee(s) (if other than the original client)
Name
Relationship
Name
Relationship

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Section G:
Successor Trustee(s)
These are the people who will manage your assets/property if you are incapacitated, or after you die. Select an individual, or individuals, in whom you have great trust.
Trustees to Serve*
- The Successor Trustees are to serve in order listed
- The Successor Trustees are to serve together
Name 1
Home Phone
Work Phone
Address
Street Address City State ZIP Code
Name 2
Home Phone
Work Phone
Address
Street Address City State ZIP Code
Name 3
Home Phone
Work Phone
Address
Street Address City State ZIP Code
Name 4
Home Phone
Work Phone
Address
Street Address City State ZIP Code

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Section H:
Executors for Pour-Over Will
A Pour-Over Will is part of your Trust Portfolio. Typically, the same individual(s) named as Successor Trustee(s) are chosen, with the exception of naming your spouse as 1st Executor, if you are married.
Exec for Will Server*
- Spouse to serve as
  Sole Primary Executor
- Alternate Executors to
  serve in order listed
- Alternate Executors to
  serve together
- Executors for Client 1
- Exec For Client 1 Spouse
  - Spouse or:
- Name
- Phone
- Name
- Phone
- Name
- Phone
- Executors for Client 2
- Exec For Client 2 Spouse
  - Spouse or:
- Name
- Phone
- Name
- Phone
- Name
- Phone

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Section J:
Durable Power of Attorney for Health Care
In the event you become incapacitated, the person(s) you have chosen as Power of Attorney, or “Attorney in Fact,” is to act on your behalf in making health care decisions for you. Your spouse would ordinarily be named as Primary Agent.
The Agent(s) named*
- The Agent(s) named are to serve in order listed
- The Agent(s) named are to serve together (jointly)
- Power of Attorney for Client 1:
- Durable POA Health Client 1 Spouse
  - Spouse or:
- Name
- Phone
- Name
- Phone
- Name
- Phone
- Remains
  - Cremation
  - Burial
- Power of Attorney for Client 2:
- Spouse
  - Spouse or:
- Name
- Phone
- Name
- Phone
- Name
- Phone
- Remains
  - Cremation
  - Burial

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Section K:
Guardian for Minor or Handicapped Children
If you are the parent or legal guardian of a minor child or other individual, list your choice for Guardian should both you and your spouse die or become incapacitated.
Name of Child/Individual
Guardian Appointee
First Alternate
Name of Child/Individual
Guardian Appointee
First Alternate

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Section L:
Separate Property Information
Is there any Separate Property that you wish to remain Separate Property when funded into your Trust and NOT become Community or Marital Property? (Attach written details)
Separate Property*
- Yes
- No
Spouse
If Yes, Who is to retain certain Separate Property? (Specifics will be discussed with you by the Attorney)
- Husband
- Wife

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Section M:
Value of Your Estate
In order to help determine the type of trust necessary to provide you the most advantageous tax savings provisions, please indicate the approximate value of your estate (include real estate, savings, investments, personal property and collectibles).
Value*
- Less than $400,000
- Between $400,001 and $999,999
- Greater than $1,000,000

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Section N:
Real Estate and Other Deed Transfers
I/We understand the importance of transferring our assets, including real estate, into my/our Living Trust. I/We accept full responsibility for transferring financial assets to my/our Living Trust. I/We further agree to provide a list of real estate and copies of Trust Deeds and corresponding tax bills for transference into my/our Living Trust. I/We accept any and all tax and/or civil liability that may be incurred as a result of omitting these assets/properties from the protection of this Living Trust.
Total number of in-state deeds to be transferred and recorded (One included, additional $150 each)
Total number of out-of-state deeds to be transferred and recorded
Other (Assignments, Deeds of Trust, Ownership of Closely Held Corporations, Time Shares, Termination of Decedent’s Interest, or Affidavit of Death of Spouse or Joint Tenant)
- Physical Address (Property 1)
  
  Enter Street Address Unit # City State and Zip Code.
- County
- APN#
- Value
- Physical Address (Property 2)
  
  Enter Street Address Unit # City State and Zip Code.
- County
- APN#
- Value

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Section O:
Special Instructions
Untitled

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Section P:
Previous Trust or Will Instructions
Untitled
Are there any special provisions or information in your old document that needs to be included in your new document? (Attach Copy)

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ACKNOWLEDGMENT: I/We have read the information on this application and confirm that it is true and correct.
- Client 1 Signature*
- Date*
- Client 2 Signature
- Date
CAPTCHA
Comments
This field is for validation purposes and should be left unchanged.

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Revocable Living Trust Application

Step 1 of 17

Section A:
Client Personal Information

Client 1

Client 2

Section B:
Children

Child 1

Child 2

Child 3

Child 4

Child 5

Child 6

Child 7

Child 8

Child 9

Section C:
Additional Beneficiaries

Section D:
Contingent Beneficiaries

Section E:
Gifts Prior to Distribution

Section F:
Original Trustee(s)

Section G:
Successor Trustee(s)

Section H:
Executors for Pour-Over Will

Executors for Client 1

Executors for Client 2

Section I:
Durable Power of Attorney for Asset Management

Section J:
Durable Power of Attorney for Health Care

Section K:
Guardian for Minor or Handicapped Children

Section L:
Separate Property Information

Section M:
Value of Your Estate

Section N:
Real Estate and Other Deed Transfers

Section O:
Special Instructions

Section P:
Previous Trust or Will Instructions

Revocable Living Trust Application

Step 1 of 17

Section A:Client Personal Information

Client 1

Client 2

Section B:Children

Child 1

Child 2

Child 3

Child 4

Child 5

Child 6

Child 7

Child 8

Child 9

Section C:Additional Beneficiaries

Section D:Contingent Beneficiaries

Section E:Gifts Prior to Distribution

Section F:Original Trustee(s)

Section G:Successor Trustee(s)

Section H:Executors for Pour-Over Will

Executors for Client 1

Executors for Client 2

Section I:Durable Power of Attorney for Asset Management

Section J:Durable Power of Attorney for Health Care

Section K:Guardian for Minor or Handicapped Children

Section L:Separate Property Information

Section M:Value of Your Estate

Section N:Real Estate and Other Deed Transfers

Section O:Special Instructions

Section P:Previous Trust or Will Instructions

Section A:
Client Personal Information

Section B:
Children

Section C:
Additional Beneficiaries

Section D:
Contingent Beneficiaries

Section E:
Gifts Prior to Distribution

Section F:
Original Trustee(s)

Section G:
Successor Trustee(s)

Section H:
Executors for Pour-Over Will

Section I:
Durable Power of Attorney for Asset Management

Section J:
Durable Power of Attorney for Health Care

Section K:
Guardian for Minor or Handicapped Children

Section L:
Separate Property Information

Section M:
Value of Your Estate

Section N:
Real Estate and Other Deed Transfers

Section O:
Special Instructions

Section P:
Previous Trust or Will Instructions